PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q1 2021
Top Holdings395 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | 2.1M | $136.9M | 3.1% | $57.01 | +3.13% | 4 qtrssince 2020-Q2 | Increased 89 |
TEVA PHARMACEUTICAL-SP ADR | 11.6M | $133.6M | 3.0% | $8.89 | +27.47% | 7 qtrssince 2019-Q3 | Increased 71 |
FINANCIAL SELECT SECTOR SPDR | 3.8M | $129.3M | 2.9% | $25.75 | +22.78% | 6 qtrssince 2019-Q4 | Increased 75 |
ISHARES TR | 1.7M | $118.5M | 2.7% | $59.37 | +10.11% | 2 qtrssince 2020-Q4 | Increased 80 |
MICROSOFT CORP | 381,674 | $89.9M | 2.0% | $181.44 | +22.90% | 7 qtrssince 2019-Q3 | Increased 62 |
INVESCO EXCHANGE TRADED FD T | 621,140 | $87.6M | 2.0% | $42.13 | +6.74% | 2 qtrssince 2020-Q4 | Increased 76 |
SPDR SERIES TRUST | 969,071 | $78.8M | 1.8% | $71.67 | +0.44% | 4 qtrssince 2020-Q2 | Increased 76 |
SUNRUN INC | 1.3M | $77.7M | 1.8% | $55.18 | +4.96% | 6 qtrssince 2019-Q4 | Decreased 0 |
Defiance Space and Connective Tech ETF | 2.2M | $76M | 1.7% | $31.56 | +4.66% | 2 qtrssince 2020-Q4 | Increased 48 |
AMAZON.COM INC | 23,442 | $72.4M | 1.6% | $164.29 | -7.02% | 2 qtrssince 2020-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 235,007 | $69M | 1.6% | $258.32 | +10.72% | 7 qtrssince 2019-Q3 | Increased 68 |
GLOBAL X FDS | 1.9M | $67.3M | 1.5% | $31.42 | 0.00% | 1 qtr | New 68 |
FREEPORT-MCMORAN INC | 1.9M | $63.2M | 1.4% | $8.91 | +243.36% | 7 qtrssince 2019-Q3 | Decreased 0 |
SALESFORCE.COM INC | 261,967 | $55.5M | 1.3% | $221.73 | -6.43% | 5 qtrssince 2020-Q1 | Increased 59 |
SOLAREDGE TECHNOLOGIES INC | 191,681 | $54.8M | 1.2% | $82.14 | +230.15% | 7 qtrssince 2019-Q3 | Decreased 0 |
ATHENE HLDG LTD | 1.1M | $53.2M | 1.2% | — | — | 6 qtrssince 2019-Q4 | Increased 63 |
PERRIGO CO PLC | 1.3M | $52.4M | 1.2% | $41.98 | -15.63% | 7 qtrssince 2019-Q3 | Increased 53 |
MASTERCARD INC - A | 144,824 | $51.6M | 1.2% | $280.19 | +24.25% | 7 qtrssince 2019-Q3 | Increased 57 |
VISA INC-CLASS A SHARES | 241,794 | $51.2M | 1.2% | $172.78 | +17.66% | 7 qtrssince 2019-Q3 | Increased 55 |
LENNAR CORP-A | 498,570 | $50.5M | 1.1% | $49.31 | +85.63% | 7 qtrssince 2019-Q3 | Increased 49 |
Phoenix Financial Ltd. manages $4.4B across 395 positions as of Q1 2021. Top holdings: KRE (3.1%), TEVA (3.0%), XLF (2.9%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 141 new positions, 110 exits, 124 increased. Top move: KRE (INCREASED, conviction 89). Portfolio: $4.4B across 395 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Top Winners
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer